Hillsdale Investment Management

Head office:

Toronto, ON

Assets managed:

$4.1 billion (as of December 31, 2023)

Head office:

Toronto, ON

Assets managed:

$4.1 billion (as of December 31, 2023)

Company profile

Hillsdale is an independent, employee-controlled, investment management firm founded in 1996. They manage over $4.1 billion on behalf of a select group of sophisticated institutional and private wealth investors.

Investment approach

Hillsdale’s core investment style focuses on good governance and accounting quality, attractive valuations, good profitability and capital efficiency, strong growth, and momentum with compelling sentiment.

Fund managed

Lead managers

Chris Guthrie, CFA

President and CEO, CIO, Senior Portfolio Manager

Chris is responsible for establishing corporate strategy and leading its implementation and execution. As Chief Investment Officer, he also has ultimate responsibility for all portfolio management decisions made by the firm.

Alex Etsell, MBA, CFA

Senior Portfolio Manager

Alex works with a team managing a number of Hillsdale’s equity and absolute return strategies. In addition to his responsibilities as a Portfolio Manager, Mr. Etsell is also actively involved in both generating and implementing new research initiatives used to drive our proprietary investment models.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Hillsdale Investment Management